|
2901
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$720M
|
+$40.7M
|
+6%
|
1.76%
|
–
|
151
|
17.22%
|
|
|
2902
|
|
$720M
|
+$63.9M
|
+10%
|
0.32%
|
59%
|
674
|
62.31%
|
|
|
2903
|
Cannon Financial Strategists
Athens,
Georgia
|
$719M
|
+$20.5M
|
+3%
|
2.58%
|
41.8%
|
105
|
5.71%
|
|
|
2904
|
Physician Wealth Advisors
Midvale,
Utah
|
$719M
|
+$16.1M
|
+2%
|
2.47%
|
71.3%
|
2,181
|
19.99%
|
|
|
2905
|
Palo Alto Investors
Palo Alto,
California
|
$718M
|
+$178M
|
+33%
|
33%
|
127%
|
51
|
17.65%
|
|
|
2906
|
Pershing Square Holdings
New York
|
$718M
|
-$21.6M
|
-3%
|
2.92%
|
–
|
1
|
0%
|
|
|
2907
|
Nottingham Advisors
Amherst,
New York
|
$718M
|
-$2.56M
|
-0.4%
|
1.73%
|
44.3%
|
115
|
9.57%
|
|
|
2908
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$718M
|
+$20.4M
|
+3%
|
1.84%
|
48.5%
|
463
|
39.31%
|
|
|
2909
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$717M
|
+$539M
|
+304%
|
0.33%
|
64.5%
|
229
|
48.03%
|
|
|
2910
|
Breakwater Capital Group
Paramus,
New Jersey
|
$717M
|
+$39.3M
|
+6%
|
2.21%
|
60.8%
|
370
|
9.73%
|
|
|
2911
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$716M
|
+$60.4M
|
+9%
|
1.95%
|
46.8%
|
151
|
8.61%
|
|
|
2912
|
Southernsun Asset Management
Memphis,
Tennessee
|
$716M
|
-$55.4M
|
-7%
|
2.67%
|
45.7%
|
35
|
20%
|
|
|
2913
|
Unique Wealth
Clearwater,
Florida
|
$716M
|
+$34.4M
|
+5%
|
1.52%
|
63.3%
|
194
|
12.37%
|
|
|
2914
|
Fractal Investments
Glastonbury,
Connecticut
|
$716M
|
+$23.5M
|
+3%
|
2.43%
|
86.4%
|
86
|
17.44%
|
|
|
2915
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$716M
|
+$30.2M
|
+4%
|
3.76%
|
54.7%
|
277
|
9.39%
|
|
|
2916
|
Pinnbrook Capital Management
New York
|
$715M
|
-$189M
|
-21%
|
17.3%
|
730%
|
193
|
73.58%
|
|
|
2917
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$715M
|
+$37M
|
+5%
|
1.51%
|
56.3%
|
139
|
12.95%
|
|
|
2918
|
Dimension Capital Management
Coral Gables,
Florida
|
$715M
|
+$19.4M
|
+3%
|
2.92%
|
59.4%
|
126
|
19.05%
|
|
|
2919
|
|
$715M
|
-$43.6M
|
-6%
|
5.47%
|
144%
|
2
|
0%
|
|
|
2920
|
United Capital Management of KS
Salina,
Kansas
|
$714M
|
-$21.2M
|
-3%
|
1.58%
|
231%
|
135
|
34.07%
|
|
|
2921
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$714M
|
+$3.8M
|
+0.5%
|
4.64%
|
85.7%
|
143
|
11.89%
|
|
|
2922
|
South Street Advisors
New York
|
$712M
|
-$50.8M
|
-7%
|
3.6%
|
140%
|
84
|
15.48%
|
|
|
2923
|
Arvest Investments
Rogers,
Arkansas
|
$712M
|
+$14.7M
|
+2%
|
1.96%
|
–
|
198
|
12.63%
|
|
|
2924
|
Auxier Asset Management
Aurora,
Oregon
|
$711M
|
-$2.31M
|
-0.3%
|
2.07%
|
58.4%
|
186
|
10.75%
|
|
|
2925
|
Daido Life Insurance Company
Osaka,
Japan
|
$711M
|
+$15.7M
|
+2%
|
2.31%
|
57.1%
|
6
|
0%
|
|